MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.7M
3
+$1.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.15M
5
AFL icon
Aflac
AFL
+$997K

Top Sells

1
+$5.67M
2
+$1.19M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.1M
5
PG icon
Procter & Gamble
PG
+$1.08M

Sector Composition

1 Technology 28.89%
2 Healthcare 12.25%
3 Financials 10.3%
4 Consumer Discretionary 6.99%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.45%
50,287
-480
52
$3.31M 0.44%
15,185
-3,547
53
$3.31M 0.44%
24,655
-8,842
54
$3.3M 0.44%
37,784
-222
55
$3.28M 0.44%
12,277
-539
56
$3.24M 0.43%
40,714
+4,942
57
$3.23M 0.43%
11,702
+411
58
$3.16M 0.42%
72,105
+3,675
59
$3.14M 0.42%
20,280
+138
60
$3.13M 0.42%
17,646
-2,759
61
$3.05M 0.4%
133,927
+38,017
62
$2.94M 0.39%
96,755
-7,240
63
$2.87M 0.38%
74,593
-9,380
64
$2.87M 0.38%
528,901
-136,972
65
$2.84M 0.38%
56,926
-422
66
$2.75M 0.37%
9,395
+239
67
$2.69M 0.36%
22,620
-358
68
$2.59M 0.34%
14,001
-107
69
$2.59M 0.34%
27,643
+838
70
$2.58M 0.34%
30,028
+778
71
$2.58M 0.34%
27,973
-351
72
$2.57M 0.34%
7,097
+1,845
73
$2.54M 0.34%
11,364
+2,180
74
$2.53M 0.34%
57,589
75
$2.38M 0.32%
8,517
-58
1 2
3
4 5